Vendor Training

Vendor Training

• Vendor Focused Tips & Tricks Training

Access

• How to Sign In Using Username/Password
• How to Log Out
• Submitting a Helpdesk Ticket
• Retrieving a Forgotten Password
• Supported Browsers

General

• Vendor Reference Sheet
• Updating Vendor Information
• Submitting W-9

Invoicing

• Billing Requirements
• Creating an Invoice
• Creating Invoices in Bulk via Import
• Adding Invoice Attachments

Proposals

• Creating a Proposal
• Uploading a Proposal, Duplicating to an Invoice

Mobile Application

• Downloading the App & Logging In
• Mobile App Training
• Filter Feature
• Uploading Files on Mobile
• Uploading Documents on Mobile via the Camera Function
• Visit Signatures

Assignments Grid

• Assignments Grid

Business Requirements

• Business Requirements

Work Order Process

• Creating a List
• Adding Work Order Attachments
• Accepting/Rejecting a Work Order
• Setting the Scheduled Date

Communication

• Attaching Documents in Fexa Via Email

Technician Check In/Check Out

• IVR Check In/Out Instructions
• Web Check-in / Check-out

Insurance

• Creating Insurance Policies from Insurance Policies Grid
• Creating Insurance Policies from Vendor Record